FPA Share the Dream 2018 Research Report

The 2018 Financial Planning Week, run by the Financial Planning Association of Australia, focused on the next wave of ‘dreamers’, sharing money wisdom and practical tips with the people raising the next generation, so they can pass on the financial habits and skills that children will need later on in life. The research includes the…

2018 SMSF Insights Research Paper: Diversification in self managed super funds

Prepared by Investment Trends for BT Financial Group in partnership with the SMSF AssociationMay 2018 The SMSF Insights Research Paper on Diversification in SMSFs details the results of a short quantitative online survey of financial planners conducted between February and March 2018. Choosing what investments to include in a portfolio is seldom an easy task.…

Research

SMSF retirement insights – SMSF Association and Accurium research

18 September 2017 The SMSF Association and Accurium are the first to publish detailed figures on how the retirement wealth of Australia’s SMSFs have changed post the 2016 SMSF annual tax returns. This new research features the increases in median SMSF balances and provides facts on retirees’ desired lifestyles in retirement including confidence levels on…

Research

FPA Live the dream 2017 research report

21 August 2017 Australians enjoy dreaming about their future and believe in their ability to create the life they want. People happiest with their lot in life are most likely to have a financial plan, according to the FPA Live the Dream report. The national research of working-age Australians also includes fascinating insights into the…

CommBank SMSF Report: The changing face of the SMSF market

3 April 2017 CommBank, in partnership with the SMSF Association, has produced the SMSF Report based on in-depth research conducted to better understand the dynamics of the SMSF market and its investors. The research reveals that SMSF investors no longer meet the traditional stereotype and explores the differences between four types of SMSF investors, each…

Research

SMSF Association research into contribution patterns

13 October 2016 The SMSF Association has produced compelling evidence that the Federal Government should increase the concessional contribution cap for people aged 50 and over and extend the carry forward of concessional contributions. SMSF Association Managing Director/CEO Andrea Slattery says research undertaken for the organisation by the actuarial consultancy firm Rice Warner “conclusively shows”…

SMSF Retirement Insights: Are trustees prepared for retirement?

The SMSF Association and Accurium have come together to present this extensive study of over 65,000 SMSFs looking at how retirement wealth of Australia’s SMSF trustees has changed over the 2015 financial year. Based on Accurium’s extensive database, it provides the first detailed figures to be released for the 2015 financial year and considers how well prepared SMSF…